Purchases and Sales Made in Q3 2022 in First Tr Enhanced Traded Fd Iv (FTSM)

FTSM Quotes by TradingView

This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q3 2022. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
11K
New
$653K - $655K
11K $659K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
10.7K
+ 1.73%
$634K - $636K
627K $37.6M
Nov 03, 2022 Q3 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
10.6K
New
$629K - $631K
10.6K $635K
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.1K
+ 41.92%
$599K - $600K
34.2K $2.05M
Oct 18, 2022 Q3 2022
360 Financial, Inc.

BUY
 -
9.97K
New
$591K - $593K
9.97K $597K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
9.69K
New
$575K - $577K
9.69K $580K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
9.3K
+ 12.31%
$552K - $553K
84.8K $5.08M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.29K
+ 5.08%
$551K - $553K
192K $11.5M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
9.15K
+ 10.29%
$542K - $544K
98.1K $5.87M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
8.94K
+ 60.28%
$530K - $532K
23.8K $1.42M
Oct 13, 2022 Q3 2022
Castle Rock Wealth Management, LLC

BUY
 -
8.8K
+ 132.73%
$522K - $524K
15.4K $924K
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
8.55K
New
$507K - $509K
8.55K $512K
Nov 14, 2022 Q3 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
8.41K
New
$499K - $501K
8.41K $504K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
8.33K
New
$494K - $496K
8.33K $499K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
8.31K
+ 12.39%
$493K - $494K
75.3K $4.51M
Nov 10, 2022 Q3 2022
Tkg Advisors, LLC

BUY
 -
8.23K
+ 7.73%
$488K - $490K
115K $6.87M
Oct 18, 2022 Q3 2022
Lion Street Advisors, LLC

BUY
 -
8.14K
New
$483K - $484K
8.14K $487K
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

BUY
 -
8.08K
New
$480K - $481K
8.08K $484K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
8.02K
+ 129.72%
$476K - $477K
14.2K $850K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
7.94K
New
$471K - $472K
7.94K $475K
Nov 14, 2022 Q3 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7.8K
New
$462K - $464K
7.8K $467K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.66K
+ 24.95%
$454K - $455K
38.3K $2.3M
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
7.41K
+ 39.0%
$439K - $441K
26.4K $1.58M
Nov 14, 2022 Q3 2022
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
7.32K
New
$434K - $435K
7.32K $438K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
7.14K
New
$424K - $425K
7.14K $428K
Oct 21, 2022 Q3 2022
Weitzel Financial Services, Inc.

BUY
 -
6.67K
+ 6.45%
$396K - $397K
110K $6.59M
Nov 07, 2022 Q3 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
6.66K
+ 19.31%
$395K - $396K
41.1K $2.46M
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

BUY
 -
6.64K
+ 32.46%
$394K - $395K
27.1K $1.62M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
6.64K
+ 32.45%
$394K - $395K
27.1K $1.62M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
6.57K
New
$389K - $391K
6.57K $393K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.31K
+ 20.2%
$374K - $376K
37.6K $2.25M
Nov 09, 2022 Q3 2022
True Link Financial Advisors, LLC

BUY
 -
5.81K
+ 18.98%
$345K - $346K
36.4K $2.18M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
5.81K
+ 124.46%
$345K - $346K
10.5K $628K
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
5.7K
New
$338K - $339K
5.7K $341K
Oct 26, 2022 Q3 2022
Advisor Resource Council

BUY
 -
5.68K
New
$337K - $338K
5.68K $340K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
5.61K
+ 93.31%
$333K - $334K
11.6K $695K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
5.56K
+ 107.23%
$330K - $331K
10.7K $644K
Oct 28, 2022 Q3 2022
Welch & Forbes LLC

BUY
 -
5.41K
+ 4.34%
$321K - $322K
130K $7.79M
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
5.19K
New
$308K - $309K
5.19K $311K
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
5.14K
New
$305K - $306K
5.14K $308K
Oct 11, 2022 Q3 2022
Brendel Financial Advisors LLC

BUY
 -
4.97K
+ 47.17%
$295K - $295K
15.5K $928K
Nov 14, 2022 Q3 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
4.93K
+ 15.94%
$293K - $293K
35.9K $2.15M
Nov 08, 2022 Q3 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.88K
New
$289K - $290K
4.88K $292K
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
4.61K
+ 7.41%
$274K - $274K
66.8K $4M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.59K
+ 30.99%
$272K - $273K
19.4K $1.16M
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.58K
+ 10.38%
$272K - $272K
48.7K $2.92M
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
4.26K
+ 101.07%
$252K - $253K
8.47K $507K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
4.18K
+ 5.23%
$248K - $249K
84.1K $5.04M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.17K
New
$248K - $248K
4.17K $250K

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